New York, New York

At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our New York, New York office.
  • The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, advise, and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB).
  • This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners.
  • The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier Relationship Advisors and Premier Wealth Advisors to best meet the client's needs. The identification and referral of opportunities for wealth reviews and solutions are amongst the key activities to achieve goals and in compliance with local regulatory requirements.
  • In order to deliver the business objectives, PRM will need to refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality.
  • In delivering the business objectives, PRM must also maintain the levels of operational integrity required by HSBC Group, closely managing individual and collective performance of the wider team. Creating and maintaining an environment and relationships where the wider Branch team maximizes performance in achieving RBWM business objectives.
  • Accountable for the performance of portfolio of clients - need to ensure it is effectively managed in adherence to the Target Operating Model (TOM) as defined by HSBC Group.
  • Premier Relationship Manager will manage the relationships for all Non-Wealth Premier clients (not including those currently housed within Premier Relationship Advisor and Premier Wealth Advisor portfolios). When a wealth need is identified, Premier Relationship Manager will refer the client to Premier Relationship Advisor while continuing to manage the retail portion of the relationship.
  • Refer investment opportunities to Premier Relationship Advisors and Premier Wealth Advisors pursuant to appropriate FINRA registrations under HSBC Securities (USA) Inc. ("HSI").
  • Refer insurance opportunities to Premier Relationship Advisors and Premier Wealth Advisors pursuant to contracted insurance carriers appointed by HSBC Insurance Agency (USA) Inc. ("HIA").
  • Refer mortgage products to other specialized product areas, such as Consumer Mortgage, as required.


Qualifications

Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions

  • Series 6, 63 and life and health insurance licenses required. Must be registered or obtain approval for registration with the necessary States where registered representative will be conducting business.
  • Strong interpersonal and responsiveness skills with good decision making and ability to deliver.
  • Minimum of three years working in financial services industry.
  • Knowledge of brokerage products and services, operations supporting them and pertinent regulations affecting their delivery.
  • Previous experience in Retail/Premier Bank sales preferred.
  • Understanding of core banking products and familiar with retail and wealth product processes.
  • Understanding of relationship management systems (CRM and RM Platform, etc.).
  • Solid understanding of appropriate branch operational procedures.
  • Knowledge of Anti Money Laundering Knowledge of relevant regulatory governance in US.
  • If internal, Knowledge of HSBC and personal banking.
  • Team player, collaborative skills combined with understanding client needs.
  • Knowledge of local and Group compliance regulations.
  • Ensure delivery of high quality client experience and needs-based solutions through effective communication, A knowledge expert who has the ability to maintain departmental productivity, quality and sales standards.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

New York, New York

HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through a network that covers 64 countries and territories.

 

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If you would like to notify the Diversity Recruitment team of your application or if you are simply interested in learning about opportunities at HSBC, please email diversity.recruiting@us.hsbc.com.

 

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